A complete list of active advisors currently associated with Grant Financial Group

Warmer can help you find a great advisor at Grant Financial Group or one who fits your needs even better.

The firm provides investment supervisory (asset management) services to individuals, trusts, estates, charitable organizations and business entities, managing about $17.2 million across roughly 101 client accounts, the vast majority on a discretionary basis. Like many independent advisers, it charges percentage-of-AUM fees and operates as a solo practitioner. Portfolios are tailored to individual client goals and typically follow a conservative blend of actively managed bond funds, individual equities, equity ETFs and mutual funds, with hedging or position reduction used when market conditions appear unstable. The adviser uses multiple analysis methods (fundamental, technical, charting and cyclical), reviews accounts daily, and exercises discretionary trading authority while allowing clients to impose restrictions. An uncommon characteristic is that the firm’s principal also conducts a separate insurance business, selling insurance and annuity products that consume roughly 10% of the advisor’s time and generate other compensation (reported at $82,615). The brochure also discloses that client assets are held with an independent custodian (the firm does not custody assets), the adviser does not provide separate performance reports beyond custodial statements, and proxy voting is left to clients unless assistance is requested.

To learn more about the advisors currently working at Grant Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.